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港股收評:恒科指收升4.45%,商湯大升36%創階段新高

5月2日,港股主要指數午後維持高位震盪,截至收盤,恒指升2.5%報18207.13點,恒生科技指數升4.45%,國企指數升2.6%。

盤面上,科網股全天強勢,此前發佈“日日新SenseNova5.0”大模型的商湯收升36.07%,為連續第8日上升,股價創2023年9月以來新高。

具體來看:

科技網絡股多股表現不俗,美團-W上升近9%,京東集團升近5%,騰訊控股上升近4%,阿里巴巴-SW升超2%。

汽車股集體走強,蔚來升近21%,零跑升超15%,小鵬升超8%,比亞迪、吉利、理想等跟升。

數據來看,蔚來4月交付15620輛汽車,同比增長134.6%,在各主要新能源車企中增幅領先。另外,比亞迪交付總量仍獨佔鰲頭,銷量達到31.32萬輛,逐月攀升。小米汽車首度交卷,首月實現交付超過7000輛。而問界M9則在50萬元級別賽道上開啟了狂飆模式。分析人士認為,日前出台的《汽車以舊換新補貼實施細則》有望使得市場待購需求逐步釋放。

內房板塊升幅居前,萬科企業升近11%,越秀地產近10%,龍湖集團、世茂集團升超7%,綠城中國、華潤置地等大幅跟升。

4月30日召開的中共中央政治局會議首次提及房地產市場的這一對關係。會議指出,要結合房地產市場供求關係的新變化、人民羣眾對優質住房的新期待,統籌研究消化存量房產和優化增量住房的政策措施,抓緊構建房地產發展新模式,促進房地產高質量發展。

醫藥外包概念持續走強,康希諾生物升超8%,藥明康德升超9%,康龍化成升近8%,藥明生物、金斯瑞生物科技大幅跟升。

博彩股多股走強,新濠國際升超7%,美高梅中國升近5%,金沙中國、永利澳門升超3%,銀河娛樂跟升。

個股異動

商湯收升36.07%,報1.66元/股,再創階段新高,總市值555.58億港元。4月24日至今的6個交易日內,商湯-W股價升幅近170%。消息面上,日前在2024北京國際車展上,商湯旗下商湯絕影首次展示了面向量產的端到端自動駕駛解決方案UniAD的道路測試表現,同時還帶來了以多模態場景大腦為核心的AI大模型座艙產品矩陣以及全新座艙3D交互演示。

展望後市,對於近期港股上行背後的原因,平安證券認為核心動力來源於資金面的改善,同時,政策積極出台助力港股發展,以及港股業績基本面有所支撐。往後看,由於本輪流入港股的資金或以交易型資金為主,其對沖、交易的目的性更強,主要為了規避近期美股、日股的回調風險,後續是否持續性流入關鍵看外部壓力緩解情況。另一方面,國內動能仍待進一步恢復。整體來看,港股資金面改善、政策積極出台,疊加港股仍在估值底部,該機構認為,港股配置窗口已至。板塊方面,關注紅利+出海+互聯網三條主線。

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